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Renewable Energy, Alternative energy, New energy, Solar, Geothermal, Wind
blacksheep
post Posted: Oct 8 2018, 10:01 AM
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Macquarie Group plugs into $22b Asian Renewable Energy Hub in Pilbara
Peter WilliamsThe West Australian
Monday, 8 October 2018 9:59AM
QUOTE
The consortium behind a massive renewable energy project proposed for the Pilbara has brought Macquarie Group on board as an investor and bolstered the budget to more than $22 billion.

The Asian Renewable Energy Hub has also increased the wind and solar power development’s planned output from 9 gigawatts to more than 11 GW, with a greater focus on supplying domestic industry consumers.

Macquarie has agreed to provide development capital to the hub and join wind farm investor CWP Energy Asia, renewables developer Intercontinental Energy and Danish wind turbine manufacturer Vestas in the consortium.

The value of Macquarie’s commitment was not disclosed. The group has invested more than $20 billion in green energy globally since 2010 and has 12,546MW renewable power in operation or under management globally. Its assets include two Victorian wind farms.


read more - https://thewest.com.au/business/energy/macq...a-ng-b88983687z

About the Asian Renewable Energy Hub - https://asianrehub.com/about/



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Oct 5 2018, 01:12 PM
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'Renewables capital of Australia'? Port Augusta shows off its green energy credentials
QUOTE
Thirteen renewable energy projects are underway or under consideration — from wind farms and pumped hydro-electric power to solar with storage that can shift electricity made when the sun's shining to meet peak demand in the evening.

http://www.abc.net.au/news/2018-10-05/port...ection=business
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Sep 20 2018, 09:48 PM
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PR from Marubeni - big blow for coal, good news for renewables.

QUOTE
QUOTE
Notification Regarding Business Policies Pertaining to Sustainability (In Relation to Coal-Fired Power Generation Business and Renewable Energy Generation Business)

Sep. 18. 2018
Marubeni Corporation

Marubeni Corporation (hereinafter, “Marubeni”) recognizes that climate change is a major issue shared by all of humanity. It is a problem that threatens the co-existence of the global environment and society, a problem that has an enormous effect on Marubeni’s business and its shareholders, and a problem that Marubeni believes must be dealt with swiftly. Therefore, as part of Marubeni’s promotion of sustainable management, and in order to contribute fight global climate change, Marubeni has established new business policies (hereinafter, “Policies”) regarding its coal-fired power generation business and its renewable energy generation business.

1. The Process of Pulling Out of Coal-Fired Power Generation
As a global player in the power business, Marubeni will reduce its greenhouse gas emissions volume from its power generation portfolio. By 2030, Marubeni will cut its FY2018 coal-fired power net generation capacity of approximately 3GW in half. Additionally, Marubeni will deploy innovative technologies to increase the efficiency of its portfolio assets, and proactively promote the reduction of its environmental impact.

2. The Policy on New Coal-Fired Power Generation Business
As a general principle, Marubeni will no longer enter into any new coal-fired power generation business. However, Marubeni might consider pursuing projects that adopt BAT (“Best Available Technology”, which at present is USC: “Ultra-supercritical steam generating technology) and are compliant with the policies and measures of the Japanese government and any country in which the project will be executed (e.g. energy supply stability, poverty and employment measures and economic growth policies). Nevertheless, even if Marubeni does make an exception to take on a project like this, Marubeni will make proposals on the creation of a low-carbon society, efficient power generation systems and the diversification of energy sources; Marubeni will make efforts to contribute to the resolution of local issues in the country and/or region in which the project is executed.

3. Proactive Involvement in Renewable Energy Generation Business
Looking forward to the expansion of the renewable energy generation business, Marubeni will strive to expand the ratio of power generated by renewable energy sources in its own net power supply from approximately 10% to approximately 20% by 2023. Furthermore, Marubeni will contribute to the transition towards a low-carbon society by promoting the expansion of the handled volume of renewable energy sources pertaining to energy trading. An example of this is SmartestEnergy Ltd.*, a wholly-owned subsidiary located in the United Kingdom that manages approximately 3GW of total energy, which is purchased from independent generators; about 80% of that 3GW is generated by renewable energy sources.


Moving toward the achievement of these Policies, Marubeni will work to properly communicate and cooperate with its diverse stakeholders, and also proactively disclose updates on Marubeni’s progress in reaching these goals. Additionally, given the changes to the external environment, Marubeni will refer to the various international guidelines, beginning with the OECD Export Credits Arrangement, diligently monitor measures taken by different countries in terms of coal-fired and renewable energy generation business, as well as the international state of affairs, and use this information to periodically review and rework its own policies from the standpoint of climate change counter measures.

In April 2018, Marubeni launched the Sustainability Management Committee (hereinafter, “the Committee”) under the supervision of the President and CEO, with the aim to strengthen the company’s sustainability initiatives. Since its launch, and while soliciting the opinions of external parties, the Committee has discussed a number of basic policies and measures pertaining to Marubeni’s sustainability initiatives, beginning with identification and periodic review of the materiality. Policies and measures considered as a result of these discussions will be announced as part of Marubeni’s ESG related data once it has been compiled.


https://www.marubeni.com/en/news/2018/release/00028.html

QUOTE
Analyst Tim Buckley from the Institute for Energy Economics and Financial Analysis (IEEFA) described the move as a “body-blow” to the global coal lobby and a vital endorsement of the Paris climate agreement.

“As one of the largest new coal fired power plant developers globally, this announcement by Marubeni (assuming it is true), is of global significance.

“Like the halving of renewable energy tariffs in India in 2017, the news that Marubeni Corp is shifting its global weight behind the transition to renewables is a body-blow to the global coal industry and a profoundly important endorsement of the aims of the Paris Climate Agreement.

“IEEFA congratulates President Fumiya Kokubu for this truly amazing strategic shift. It is inevitable that other global coal plant developers like POSCO of South Korea, Siemens of Germany and GE of America will be forced to evaluate their own position in light of Marubeni’s decision.”

As per IEEFA’s July 2018 report, Marubeni Corp has over 12GW of new coal fired power plants under development globally, covering both Japan and emerging new coal frontiers like Botswana, Egypt, Mongolia, Vietnam, Thailand, Indonesia and Myanmar.

https://www.michaelwest.com.au/marubenis-sh...exit-from-coal/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Sep 6 2018, 10:53 AM
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Printed Solar Panels

- 200 microns thick.... cheaper than silicon but, at current technical specifications, likely to only last 2-3 years
https://amp-abc-net-au.cdn.ampproject.org/v...ergy%2F10186950



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
blacksheep
post Posted: Aug 15 2018, 12:28 PM
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Gupta's billion-dollar renewables program the 'ultimate liberator' for Australian industry
By Rebecca Puddy
QUOTE
The first project in a US$1 billion nationwide renewable energy program has been launched near Whyalla, in South Australia, as part of a push to bring down Australia's electricity prices.

Key points:
Sanjeev Gupta's SIMEC ZEN Energy has launched a $1 billion, one-gigawatt dispatchable renewable energy program
It will comprise of many renewable energy projects, including co-generation at the Whyalla steel plant
The first project, Cultana Solar Farm, could power almost 100,000 homes


read more - http://www.abc.net.au/news/2018-08-15/gupt...hyalla/10122036




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
mullokintyre
post Posted: Jun 8 2018, 02:41 PM
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In Reply To: nipper's post @ Jun 8 2018, 09:33 AM

Ya an even bigger cynic than me!
Mick hypocrite.gif



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nipper
post Posted: Jun 8 2018, 09:33 AM
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In Reply To: mullokintyre's post @ Jun 8 2018, 08:06 AM

QUOTE
Hopefully, it will mean cheaper PVC's here in Oz
- so, we can look forward to 'dumping'? That's the usual course of action.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: early birds  mullokintyre  
 
mullokintyre
post Posted: Jun 8 2018, 08:06 AM
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The Motley fool has another take on the subject of Chinese cutting the legs out of the Solar Industry.

Full article


QUOTE
The solar industry has had an impressive run over the past year on strong demand for solar panels around the world. No country has been more aggressive in growing solar installations than China. Out of 99 gigawatts (GW) of solar projects built in 2017, 53 GW were built in China.

That bullish streak came to an end on Monday when China took steps to slow its solar industry. Feed-in tariffs that provide set prices for electric power sent to the grid will be cut, and distributed generation (DG) projects will be capped until further notice. Early estimates are that solar installations will fall to around 35 GW in 2018, with a lot of that already installed. The impact of the policy changes will be widespread, and no company will be spared.
How China is undercutting its own solar industry
China's solar cuts were widespread and will affect most of the downstream industry. China's National Development and Reform Commission said there would be no more planned ground-mounted solar projects in 2018 and subsidies for future ground-mounted projects would be forbidden.

The feed-in tariff for solar projects was also reduced by 0.05 yuan per kilowatt-hour, a cut of 6.7% to 9% depending on the region, which will reduce the payback of solar project development. Those changes are effective June 1, 2018, so there was no notice of the cut.

Distributed solar farms were also capped at 10 GW for 2018, a level that may have already been exceeded.

Add it up and China's solar installations are going to plunge in the second half of 2018. Analysts from Roth Capital are guessing that 35 GW of installations will be built in 2018, which seems about right given the cuts. But we know demand is going to fall given China's reduced quotas and solar subsidies.

The impact on the global solar market
Solar panels are priced almost entirely based on supply and demand, and for the past year, demand has been high. According the GTM Research, solar panel prices were $0.38 per watt in the first quarter of 2017 but jumped to $0.48 per watt in the fourth quarter of 2017. Developers in the U.S. and China were rushing to complete projects before tariffs hit the U.S. and feed-in tariffs were changed in China, so they were willing to pay up for solar panels.

Beginning this summer, we'll likely see the supply-demand trend reverse. Demand is going to fall and prices could go with it. Roth Capital estimates the solar market will be oversupplied by 34 GW of panels.

The impact will have ripple effects across the industry. Major manufacturers like Canadian Solar (NASDAQ:CSIQ), JinkoSolar (NYSE:JKS), Hanwha Q Cells (NASDAQ:HQCL), and JA Solar (NASDAQ:JASO) will see margins squeezed as volume and sales prices fall. They were all enjoying higher margins and strong demand in early 2018, so the could reverse to net losses later this year.

Solar is thrown for another loop
Solar stocks seem to get dealt a wild card like this every once in a while, but the surprise is that it's coming from China. As the largest source of demand in the world, China was the one country manufacturers could count on to fuel growing solar demand. That may not be the case now, and investors should expect economics 101 to drive solar panel prices -- and therefore manufacturer margins -- lower in the second half of the year. And no manufacturer will be spared from the pricing pressure.


Hopefully, it will mean cheaper PVC's here in Oz.

Mick



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sent from my Olivetti Typewriter.

Said 'Thanks' for this post: early birds  
 
mullokintyre
post Posted: Jun 8 2018, 07:55 AM
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Stocks of JinkoSolar, JA Solar, Daqo, ReneSola Plunge on New Regulations by China
Following the Solar Management Plan by Beijing, Roth Capital downgraded China's solar companies, sending their stocks plummeting Monday.
QUOTE
Anna Vodopyanova Jun 04, 2018 1:51 PM PT
Stocks of JinkoSolar, JA Solar, Daqo, ReneSola Plunge on New Regulations by China
Solar power companies JinkoSolar Holding Co. Ltd. (NYSE: JKS), JA Solar Holdings Co. Ltd. (Nasdaq: JASO), Daqo New Energy Corp. (NYSE: DQ), and ReneSola Inc. (NYSE: SOL) saw their stocks slide Monday after Chinese regulators unexpectedly suspended construction of new solar panel farms and cut subsidies to the industry.

In response to the Solar Management Plan that Beijing released on Friday, Roth Capital analyst Philip Shen downgraded JinkoSolar, JA Solar, and ReneSola to "sell" and Daqo to "neutral."

Shen said the consequences of the plan will result in a "massive" net oversupply of cell capacity and its impact will last through 2019. Shen cut the price target of JinkoSolar to $12 per share from $19, JA Solar's to $5.80 per share from $6.70, and Daqo's to $48 per share from $75, according TheStreet.com.

As a result, JinkoSolar lost more than 9 percent on Monday, closing at $13.77 per share; JA Solar fell 4 cents to $7.12 per ADS; Daqo tanked nearly 21 percent at $41.80 per ADS; and ReneSola dropped 8 percent to $2.33 per share.

China's state planner said on Friday that the country does not have current plans to build solar power stations this year. In 2018, China will give 10 gigawatts solar capacity allowance to distributed solar power projects, the National Development and Reform Commission said in a statement.

Beijing will also further cut clean energy cashback subsidies on new solar energy suppliers by 0.05 yuan ($0.0078) to 0.32 yuan per kilowatt hour (kWh) from May 31.

In a joint notice, China's National Development and Reform Commission, Ministry of Finance, and National Energy Administration said that "the pace of technological progress and cost reduction have accelerated significantly" and the new measures were aimed "to promote the healthy and sustainable development of the photovoltaic industry, improve the quality of development, and accelerate the subsidy retreat."


Capital Watch

So, the CPA says we are going solar, and we will provide incentives to make many solar panels and tariff subsidies to users to encourage installation.
Then when the said T,D and H's have set up the solar panel factories, the incentives are trashed.
Subsidised electricity even in China can get a Tad expensive.
A cynic might suggest that this was the Chinese plan all along.
Get the suckers to build factories in China, decimate the rest of the world, then make the value of them fall.
In the end China owns the factories and the technology.


Mick



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Said 'Thanks' for this post: triage  nipper  
 
blacksheep
post Posted: May 24 2018, 10:34 PM
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In Reply To: blacksheep's post @ May 24 2018, 07:08 PM

The 3 RD MI (Mission Innovation) MINISTERIAL 2018 meeting is currently being held in Sweden on Clean Energy - Australia is a member. http://mission-innovation.net/participatin...ries/Australia/

The following is a report on developments in each member country.
http://mission-innovation.net/wp-content/u...k-DPS-web-1.pdf

Minister Frydenberg Mission Innovation Minister's Meeting Message - https://www.youtube.com/watch?v=hxcA_42Orjc...eature=youtu.be

Meeting is probably just another gobfest, but there' could be some info that might be useful

twitter feed - https://twitter.com/hashtag/missioninnovati...lt&src=hash



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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